VANGUARD WORLD FDS's ticker is VHT and the CUSIP is 92204A504. A total of 898 filers reported holding VANGUARD WORLD FDS in Q3 2023. The put-call ratio across all filers is 0.38 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $11,520 | +17.6% | 49 | +22.5% | 0.00% | 0.0% |
| Q2 2023 | $9,793 | +2.7% | 40 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $9,538 | -3.9% | 40 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $9,922 | +10.2% | 40 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $9,000 | 0.0% | 40 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $9,000 | -10.0% | 40 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $10,000 | -9.1% | 40 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $11,000 | +10.0% | 40 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $10,000 | 0.0% | 40 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $10,000 | -99.9% | 40 | 0.0% | 0.00% | -50.0% |
| Q1 2021 | $9,150,000 | +101566.7% | 40 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $9,000 | +12.5% | 40 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $8,000 | 0.0% | 40 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $8,000 | +14.3% | 40 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $7,000 | -56.2% | 40 | -50.0% | 0.00% | -33.3% |
| Q4 2019 | $16,000 | +128.6% | 80 | +100.0% | 0.00% | +50.0% |
| Q3 2019 | $7,000 | 0.0% | 40 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $7,000 | -50.0% | 40 | -51.8% | 0.00% | -66.7% |
| Q1 2019 | $14,000 | +7.7% | 83 | 0.0% | 0.01% | -14.3% |
| Q4 2018 | $13,000 | -13.3% | 83 | 0.0% | 0.01% | 0.0% |
| Q3 2018 | $15,000 | +15.4% | 83 | 0.0% | 0.01% | -12.5% |
| Q2 2018 | $13,000 | 0.0% | 83 | 0.0% | 0.01% | -11.1% |
| Q1 2018 | $13,000 | 0.0% | 83 | 0.0% | 0.01% | 0.0% |
| Q4 2017 | $13,000 | – | 83 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Morningstar Investment Management LLC | 239,817 | $59,487 | 15.52% |
| PGIM Custom Harvest LLC | 931,839 | $231,142,634 | 10.45% |
| CORA CAPITAL ADVISORS LLC | 57,074 | $14,157,144 | 9.74% |
| Allied Investment Advisors, LLC | 114,771 | $28,468,947 | 8.90% |
| BCM ADVISORS, LLC | 111,216 | $27,196,761 | 7.52% |
| PARAGON FINANCIAL PARTNERS, INC. | 27,292 | $6,769,865 | 7.49% |
| Essex Private Wealth Management, LLC | 7,976 | $1,978,501 | 7.42% |
| ARMSTRONG ADVISORY GROUP, INC | 225,914 | $56,037,925 | 7.38% |
| Pariax, LLC | 21,255 | $5,272,303 | 6.54% |
| ASSET PLANNING CORPORATION | 30,860 | $7,654,765 | 6.37% |